Robertson Stephens Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History

Robertson Stephens Wealth Management, LLC

$3.21 Billion
Q3 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 241,827 shares of VGIT stock, worth $14.5 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

241,827

Previous 293,123 17.5%

Holding current value

$14.5 Million

Previous $17.5 Million 17.2%

% of portfolio

0.45%

Previous 0.57%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$58.97 - $60.36 $3.02 Million - $3.1 Million	-51,296 Reduced 17.5%	241,827 $14.5 Million
Q2 2025 Jul 24, 2025	SELL	$58.63 - $59.9 $11.3 Million - $11.6 Million	-193,103 Reduced 39.71%	293,123 $17.5 Million
Q1 2025 Apr 17, 2025	BUY	$57.44 - $59.4 $27.1 Million - $28 Million	471,955 Added 3307.09%	486,226 $28.8 Million
Q4 2024 Jan 27, 2025	BUY	$57.78 - $60.4 $276,592 - $289,134	4,787 Added 50.47%	14,271 $827,000
Q3 2024 Nov 12, 2024	SELL	$57.8 - $60.8 $176,521 - $185,683	-3,054 Reduced 24.36%	9,484 $573,000

Q2 2024 Aug 13, 2024	SELL	$57.14 - $58.53 $239,245 - $245,065	-4,187 Reduced 25.03%	12,538 $730,000
Q1 2024 May 15, 2024	SELL	$58.07 - $59.52 $1.56 Million - $1.6 Million	-26,909 Reduced 61.67%	16,725 $979,000
Q4 2023 Feb 06, 2024	SELL	$56.15 - $59.51 $495,916 - $525,592	-8,832 Reduced 16.83%	43,634 $2.59 Million
Q3 2023 Nov 13, 2023	BUY	$56.93 - $59.05 $2.99 Million - $3.1 Million	52,466 New	52,466 $3 Million
Q3 2020 Nov 10, 2020	SELL	$70.34 - $70.85 $219,320 - $220,910	-3,118 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$69.86 - $70.63 $11,107 - $11,230	159 Added 5.37%	3,118 $220,000
Q1 2020 May 01, 2020	BUY	$66.04 - $70.55 $195,412 - $208,757	2,959 New	2,959 $209,000

Others Institutions Holding VGIT

# of Institutions

915

Shares Held

427M

Call Options Held

Put Options Held

5.4K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Account

Robertson Stephens Wealth Management, LLC Vanguard Intermediate Term Tre Transaction History